Invoice Tolerance As An Attribute In BPM (Doc ID 2510965.1)

Last updated on JUNE 18, 2020

Applies to:

Goal

On : 11.13.18.05.0 version, Manage Invoices-Audit Invoices

How to define approval rules based on Invoice tolerance.

Customer have a requirement where approval rules need to be in place to accommodate routing based on Invoice tolerance. If the invoice amount of a PO matched invoice is within the tolerance/threshold, the invoice needs to be autoapproved. Else, the approval routing would be based on the delegation of authority.

Business Scenario :
PO orders are created for approx amount ( 100K) but when creating invoice that may be different amount than the PO amount. Customer wants to define an approval rule to auto-approve the invoice if it is within +-3% range of PO amount but must be assigned to relavent approver if invoice amount out of +_3% of PO amount.

Using the FinApHoldApproval assignee to set the rules. Can't find any attribute related to tolerance amount.

Please find below customer’s business requirement :

Business Scenario :
PO orders are created for approx amount ( 100K) but when creating invoice that may be different amount than the PO amount.
Customer wants to define an approval rule to auto-approve the invoice if it is within +-3% range of PO amount but must be assigned to relevant approver if invoice amount out of +_3% of PO amount.

Scenario#1 : If Invoice amount is within ( plus/minus) 3% of PO amount
PO Amt : 100k
Inv. Amt : 70K or upto 130K
Expectation : Invoice must be auuto approved.
Scenario#2 : If Invoice amount is less than3% of PO amount
PO Amt : 100k
Inv. Amt : 69K or less than 69k
Expectation : Invoice must be assigned to approver based on approval rule setup

Scenario#3 : If Invoice amount is more than 3% of PO amount
PO Amt : 100k
Inv. Amt : 130k or more than 130k
Expectation : Invoice must be assigned to approver based on approval rule setup
Please advice if it’s feasible.
My understanding amount based tolerance can be used to put hold if invoice amount is greater than PO amount but cannot when invoice amount is less than PO amount.

Solution

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